Setting the Level 3 List View

From SmartWiki

You will need to set the list view in order to see the Level 3 items in a meaningful list.

1. Click the Settings tab.

2. Click the Action Settings, List View link.

3. Set the following fields:

Adding Level 3 items

You can now add some Level 3 items to the Level 2 – Addendum.

1. Locate a contract with an addendum.

2. Display the Addendum activity.

The New Action tab is displayed.

3. Click the New Action tab.

The New Action page is displayed.

This page currently consists of the standard fields that were previously added.

4. Click in the Type combo box.

Only the Research and Documentation Preparation Level 3 types are displayed.

5. Set the Note to Review existing contract.

6. Set the Duration to 2 (hours).

7. Set the date and time as appropriate.

8. Click the Save button.

9. Add a second Action, set the type to Documentation Preparation and the Duration to 3 hours.

Using the My Actions Tab

You can view the Level 3 items from the Level 2 items or from the My Actions tab.

1. Click the My Actions tab.

The actions will not be displayed until you select the new statuses that you just added.

2. Click the Status Select All check box.

3. Click the Find button.

Both actions are displayed.